Re: Neo Li
in response to
by
posted on
Oct 12, 2021 11:14PM
Am I incorrect in thinking LAC could use another public offering to close the gap to fully fund TP? I know Evan's would like a strat partner primarily for their expertise and possibly less so for their financial contribution. If Du's descision goes in our favour I would imagine the SP will easily hit all time highs (unless there is a large market correction before of course), so is that not within the realm of possibility? As a shareholder I think I would prefer this from a pure ownership perspective.
To be honest I would be disapointed if we got a 50/50 deal on TP as I believe it would not put LAC in a position of control in the lithium space as further consolidation happens.
I guess it goes down to what is everyone's long term expectation for LAC. Maybe ima little unrealistic, but I would love to see LAC go toe to toe with Ganfeng and ALB :)